The Hoopis Solution is a systems roadmap for organizational leaders designed to impact new and experienced advisor development as well as ongoing coaching and accountability. The employee development training program, addresses both The Art (skill development) and The Science (activity and accountability) that is typically the key to success or failure for organizational leaders.
The Hoopis Solution also incorporates HPN’s Firm Foundations systems for success for Recruiting & Selection, Training & Development, Coaching & Accountability and Leadership Development.
This comprehensive solution is typically implemented in stages based on an organization’s needs.
The Hoopis Solution incorporates the Coaching to High Activity through Measurement & Performance (C.H.A.M.P.) System for accountability. C.H.A.M.P. provides systems training for the following:
Performance 90 – Activity Coaching for New Advisors in the First 90 Days
Weekly Sales Builders – Weekly Accountability Coaching with Turnkey Training
Monthly Client Builders – Monthly Study Groups to Build a High Performance Culture
Quarterly Performance Review – Quarterly Coaching Sessions to Adjust Performance Plans